Dakota Wealth Management Sells 5,493 Shares of United Parcel Service, Inc. $UPS

Dakota Wealth Management cut its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 33.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,051 shares of the transportation company’s stock after selling 5,493 shares during the quarter. Dakota Wealth Management’s holdings in United Parcel Service were worth $923,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in shares of United Parcel Service by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock worth $5,619,730,000 after buying an additional 372,850 shares during the period. State Street Corp lifted its position in United Parcel Service by 1.5% during the 2nd quarter. State Street Corp now owns 30,774,530 shares of the transportation company’s stock valued at $3,106,381,000 after acquiring an additional 444,384 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in United Parcel Service by 3.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock worth $2,603,459,000 after acquiring an additional 746,667 shares in the last quarter. Geode Capital Management LLC grew its holdings in United Parcel Service by 4.8% in the second quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock worth $1,675,733,000 after purchasing an additional 762,407 shares during the period. Finally, Norges Bank bought a new position in shares of United Parcel Service during the second quarter valued at approximately $851,842,000. Institutional investors own 60.26% of the company’s stock.

Insider Buying and Selling

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.13% of the company’s stock.

Key United Parcel Service News

Here are the key news stories impacting United Parcel Service this week:

• Positive Sentiment: Court approval clears UPS to pursue a large driver buyout program and broader network changes (including closures of some union-staffed sortation centers) as the company targets a workforce reset and higher-margin logistics. This improves visibility on meeting margin and cost-cut targets tied to its Efficiency Reimagined initiatives. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
• Positive Sentiment: UPS has begun notifying delivery drivers about an optional buyout program, signaling near-term execution of the cost actions referenced above — investors often reward tangible steps that accelerate labor-cost reductions. UPS begins notifying delivery drivers about optional buyout program
• Positive Sentiment: Operational scale: UPS’s Louisville hub has surpassed FedEx’s Memphis hub as the world’s largest express air cargo facility — a competitive asset that supports capacity, service and potential revenue leverage over time. UPS facility overtakes FedEx as world’s largest express air cargo hub
• Positive Sentiment: Recent quarterly results beat consensus (EPS and revenue), and the stock has rallied since that report — reinforcing investor confidence that short-term actions plus modest top-line stabilization can lift margins. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
• Neutral Sentiment: Industry context: a report projects growth in the cargo aircraft charter market, which may expand addressable demand for air logistics over the medium term but is not an immediate earnings driver. Cargo Aircraft Charter Service Industry Report 2026-2035…
• Neutral Sentiment: Macro: weekly U.S. initial jobless claims ticked up modestly — a small datapoint on labor-market health that could influence consumer demand but is not directly company-specific. US filings for jobless aid rise modestly to 212,000…
• Neutral Sentiment: Competitive dynamics: coverage notes rivals are improving features and coverage, which could pressure pricing or share over time — mixed for UPS depending on execution. 3 ways FedEx, UPS competitors are leveling up in 2026
• Negative Sentiment: Legal risk: the widow of a pilot killed in last year’s UPS crash filed suit naming aircraft and engine manufacturers — potential legal and reputational noise, though liability to UPS itself appears indirect. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
• Negative Sentiment: Short-term relative weakness: a MarketWatch note flagged that UPS underperformed peers on Wednesday — a reminder the stock can lag on days when sector flows favor others. United Parcel Service Inc. Cl B stock underperforms Wednesday when compared to competitors
• Negative Sentiment: Valuation/growth questions: analyst commentary suggests dividend-cut fears have eased but upside may be limited unless revenue recovery accelerates, tempering long-term bullish cases. UPS: Dividend Cut Fears Mostly Gone, But So Is The Upside

Wall Street Analyst Weigh In

A number of brokerages have recently commented on UPS. Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Wells Fargo & Company raised their price target on United Parcel Service from $96.00 to $110.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. UBS Group lifted their price target on United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, Truist Financial upped their price target on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and a consensus price target of $113.67.

United Parcel Service Stock Up 2.5%

United Parcel Service stock opened at $116.65 on Friday. The stock has a market cap of $98.96 billion, a PE ratio of 17.78, a price-to-earnings-growth ratio of 1.80 and a beta of 1.11. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22. United Parcel Service, Inc. has a one year low of $82.00 and a one year high of $123.70. The stock has a fifty day moving average of $108.97 and a 200 day moving average of $96.53.

United Parcel Service (NYSE:UPS) last announced its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.18. The business had revenue of $24.48 billion for the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business’s revenue for the quarter was down 3.2% on a year-over-year basis. During the same period last year, the firm posted $2.75 earnings per share. As a group, sell-side analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be given a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 5.6%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s payout ratio is 100.00%.

About United Parcel Service

United Parcel Service (NYSE: UPS) is a global package delivery and supply chain management company that provides a broad range of transportation, logistics and e-commerce services. Its core business centers on small-package delivery and last-mile distribution for business and individual customers, supported by a network of ground transportation, air cargo operations (UPS Airlines) and sorting facilities. In addition to parcel delivery, UPS offers freight transportation, contract logistics, warehousing, customs brokerage and reverse-logistics solutions designed to support domestic and international commerce.

The company traces its roots to 1907 when it began as a small messenger service in the United States and later evolved into the United Parcel Service.